Automation

Automation is a rule or process that makes a repeatable action happen automatically when defined conditions are met.

It can reduce manual work by updating records, creating tasks, sending notifications, routing approvals, or starting another workflow. The result depends on the rules configured for the process.

• Create or assign a task.
• Send an alert or notification.
• Update a status or field.
• Route a record for approval.
• Start follow-up after a booking, payment, request, or other event.
• Pass information to another connected process.

A booking is confirmed for a meeting room. An automation can create a setup task for staff and send the customer a confirmation without asking someone to enter the same details again.

If a large booking needs approval, the automation can route it to the right manager instead of confirming it immediately.

Not exactly. A rule defines the condition or decision. Automation performs or starts the action that follows.

For example, a booking rule may say a request above a certain size needs approval. Automation can then send the request to the approver and notify the requester when the decision is made.

Booking Ninjas uses Salesforce-based workflow tools to connect records, decisions, tasks, approvals, and notifications across operational processes.

See Workflow Automation for the current Booking Ninjas feature area.

• Booking Ninjas: Workflow Automation — covers approvals, routing, tasks, notifications, and automated workflow actions.
• Salesforce Trailhead: Flow Basics — explains Salesforce tools for automating business processes.